Set Up Promotions in Agentforce Revenue Management (Beta)

Turn on Promotions for Transactions so your pricing designers can create promotions and users, such as sales reps, partners, and customers, can apply them to transactions.

1. Create a Rule Library for Promotions in Agentforce Revenue Management (Beta)
   A rule library maps context definition tags to fields used to define promotions and promotion eligibility criteria. Create a rule library for pricing designers to use when creating promotions.
2. Configure Your Pricing Procedure for Promotions in Agentforce Revenue Management (Beta)
   Add the Promotion Execution element to your default transaction pricing procedure to apply promotion-related discounts during price calculations.
3. Modify Configurator Flows to Show Promotions in Agentforce Revenue Management (Beta)
   Flows control the ability to see and apply eligible promotions. Modify each configurator flow that you use.
4. Supported Customizations (Beta)
   If necessary, customize promotion eligibility and visibility by completing these configurations. Set up channels so designers can show promotions based on sales channels. Customize Product Discovery context definition and flow to show promotions based on transaction currency instead of the account currency.
5. Turn On Promotions in Agentforce Revenue Management (Beta)
   Turn on promotions so that pricing designers can design promotions and define eligibility rules, and users can apply these promotions on transactions.